Questions tagged [process-builder]
The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.
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How do I find what is invoking invocable Process Builder?
I am working on an invocable process builder and I need to find where it is being invoked from. However, the org I am working in has hundreds of processes and I don't have the time to search through ...
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25
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Latitude and Longitude not saving to record in Flow (other values are saving except for these)
I need geolocation for my person accounts but Salesforce does not support this, So i created a flow as a workaround since Salesforce only support GeoCoding on Accounts, Contacts and Leads
Basically ...
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60
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Declarative solutions vs APEX programming - recommended way to choose the right tool
Salesforce recommends to use firstly declarative solutions over the programmic ones.
But if there is something it cannot be done declaratively, then there is need to switch/use the programmic way.
But ...
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1
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189
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Unsubscribe link to opt out of email in professional edition
I have a professional edition Salesforce Instance. I was searching for ways to provide an option to contacts and leads to opt out of salesforce emails. I would like to create a link which can be ...
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39
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Process Builder Transition To Flow
I want to investigate one of my processes created via process builder but when i download it as metadata it ends with .flow that means every old processes created via process builder is now kept as ....
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72
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How to customise Einstein Opportunity Score Top Positive and Negative
I'm new here and I'm Salesforce business developer with less salesforce technical background.
Recently, we have turn on Einstein Opportunity Score as per the image attached, i m finding the way to ...
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24
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How to test, using test data, a Process Builder that fires a Flow which posts to Collaboration Group's Chatter feed?
I am testing a Process Builder process which (1) looks at a new Support_Ticket__C, (2) auto-updates some picklist fields based on what the user entered on creation, then (3) fires a Flow which (4) ...
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79
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Process Builder Scheduled Actions got stuck in paused state
I have a Process Builder with Scheduled Action which should run after 6 hours of the Date field. It is triggered when Case is created or edited and the criteria are:
Picklist field = 'X'
Checkbox is ...
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295
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How Approval Processes Actions will be done after the freezing of workflows?
Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality.
As a result, users will no longer be able to create new workflows or make changes to ...
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1
answer
690
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Workflow Rule Migration to Flow: implement "Time Based Actions" together with "Re-evaluate Workflow Rules after Field Change"
I am currently tasked with migrating all of an Org's Workflow Rule (WFR) and Process Builder (PB) logic to Flow.
This was mostly a trivial task, as each WFR entry condition and each "TRUE/FALSE ...
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2
answers
1k
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Are Multiple Update Records Elements for the same record efficient for a Flow?
My basic question is: If I have a flow that updates a Case record based on certain mutually exclusive conditions, is the best practice to have multiple Update Records elements following each other, or ...
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47
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Syncing Salesforce data back to Call Tracking Metrics
I'm currently using the salesforce integration in Call Tracking Metrics and triggers to sync up a leads/notes, etc.
But, for various reasons, I need to sync the notes (and possibly a few fields in the ...
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71
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How to cover PAUSE Elements from Process Builder Or Flows?
I have to write a test class for a Process Builder which sends a notification to user at certain time which is equal to a date and time field (scheduled Date and Time)in Opportunity so there is a ...
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45
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Trying To Recreate a Process in a Flow
I have a Process that I am trying to recreate in a Flow.
Problem: We have a custom Object called BizDW that sort of mimics Account History. We need records for the BizDW Object created when certain ...
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784
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Salesforce - Restricting picklist values on profile
Dear Salesforce Gurus,
I have been searching for this all over the internet. I haven't found the answer
I am looking for a way to restrict some picklist values to be appearing in a profile without ...
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1
answer
573
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I want to copy field value from Account object to Opportunity object [closed]
Copy from Account object [Field name: "Region") to Opportunity object (Field name "Business Region")
Both "region" field on account and "business region" field ...
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147
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Running User for Apex class invocable methods called from Process Builder
I am calling a invocable method from a Process builder, the running user is myself(System Admin), however the invocable method is running under "Automated Process" user?
Is this the expected ...
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41
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Building Formula in Process Builder for Case Subject Population
I am trying to achieve the following logic with a formula in process builder.
If WRM ID and/or ICMS ID exists then include in Subject
If neither exist include the other relevant IDs
Regardless of ...
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1
answer
40
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Getting Syntax error Missing '=' [closed]
While creating a formula field in Process builder, I am getting syntax error missing "="
BLANKVALUE((IF([nFUSE__Shopping_Report__c].nFUSE__Shopping_Indicator__c = true, 'Bankruptcy Flag','')+...
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145
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Automatically send an email associated with a case
We use Marketing Cloud to send surveys to contacts about specific products. When a customer completes a survey, a journey creates a case with their comments (Case Description) and survey rating (...
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83
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Formula for Case Subject in Process Builder
Am looking for assistance in how to construct a formula within process builder to show two IDs in a case subject
Current code is;
[Case].Migrated_Case_Number__c &
IF(NOT(ISBLANK([Case].WRM_ID__c)...
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1
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180
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How to programmatically disable a Process Builder
I have created an Apex Trigger to update a custom object, but a process that fires upon creating or editing the same object also fires. The result is a limit error. In my Trigger, I would like to ...
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150
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The formula expression is invalid: Syntax error. Missing ')' in process builder
I am trying to update a text field 'Nationality Code' from process builder using this formula
CASE([Account].Nationality__c ,
'United Arab Emirates', 'AE',
'Afghanistan', 'AF',
'Albania', 'AL',
'...
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1
answer
69
views
Find text between @ and Space in a Message with Process Builder [closed]
I have text that is something like this:
sample text @dave more sample text
I need to just parse out and find "dave"
To clarify, I just have not used LEFT, RIGHT and LEN much so I am ...
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76
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Post to a Chatter Group from a Process not success
I have a approval process. Through that i am updating the approval status to Approved. after the status changed to approved through the approval process I need to post chatter message to one of the ...
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1
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269
views
How to prevent Process builder from triggering multiple times instead of one time
I have a process builder in opportunity it will post a chatter message to user's record when the opportunity status is changed.
The process builder works,If the Opportunity status is contract accepted,...
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1
answer
579
views
How to map picklist values of two different object? [closed]
There are two picklist fields contact_status_c and the second one is opportunity_status_c.
I want to do mapping in a way such that if field one is 'X' then second one will be 'Y'
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676
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I am implementing a flow with multiple scheduled paths, how do I implement this
The flow has multiple nodes and several scheduled paths, the original process looks like this:
and this is how far I have come:
I am wondering how to link the paths without affecting actions that ...
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136
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Should I still use a process builder if it's easier to do something with a flow?
When I have to choose between the process builder and flow, should I always choose flow? (because process builders won't be supported)
Or should I use a process builder when it's much easier to ...
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115
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Process builder scheduled action: does it fire if the criteria is changed but the record still meets the criteria?
This question is similar to Timebased workflow rule, does it fire if the date is changed? but slightly different as this is referring to a process builder scheduled action.
In a Process Builder, if I ...
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5k
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Salesforce flow with multiple scheduled paths with different pre-conditions
I am tasked to migrate an existing Process Builder which has several scheduled actions in it with different conditions/criteria (i.e. scheduled actions on different decision nodes).
How would I ...
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470
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What is Wrong With This Formula (Flow)?
I am moving from process builder to Flow and I am trying to create a formula to be used. This formula works already in PB so why won't it work in Flow.
I get the following error:
These issues prevent ...
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2
answers
57
views
Can we manually clone the process builder in production?
Can we manually clone the process builder and update it in production after testing in sandbox instead of deploying?
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166
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Process Builder Decision not going through even the Criteria is fulfilling
I have a Process Builder (We change to Flow soon- but want to have all the automation to the record at one place so that it is easy to move to Flow).
Use Case: When the Expected Revenue Date is moved ...
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1
answer
628
views
Using Date fields in process builder as conditions
I am trying to use date fields as part of my condition in a process builder to say:
If field #1 (number) has value > 0
AND field #2 (date) is less than 30 days ago (ie. date is within the last 30 ...
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1k
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Directly update triggering record in after save flow
I have a after saving flow and I am using update triggering record directly option to update the fields.
Is it good to have this option for after save flow for every decision like below? Because we ...
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3
answers
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Record triggered flow. Work around for adding a pause/wait?
So I'm trying to create a record triggered flow from the Quote object.
My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
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166
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Process builder not working on update records
I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object.
These are the ...
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2
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254
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Calculating the start of a new month in SF
So essentially what I'm looking for is to be able to calculate the start of a new month. So for context, there is a checkbox that I want to clear at the start of every new month (if it's ticked ofc). ...
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195
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How to retain the create date of a deleted Lead record after merging
What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging.
Example:
A new lead comes in on 01/01/22 and a duplicate lead is ...
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1
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19
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Cannot see "Course Connection" option in Process Builder
I using Salesforce's HEDA fields. I am trying to send Survey Invitation whenever a new "Course Connection" is created using process builder. I am not getting the option "Course ...
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1
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3k
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How to temporarily disable duplicate detection with flows?
Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
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Issue in process builder
I am working on a process builder on the object Grant which works while it is created/edited.The criteria to be met are (Stage=A AND Substage=B) OR (Stage=C AND Substage=null).If these conditions are ...
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Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)
As per Salesforce Summer ’22 Release Notes, Salesforce will be enforcing the update to accurately measure, log, and limit the CPU time consumed by flows and processes. And doc has this point which is ...
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225
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How to add a new button to the form of new opportunity?
this is the form where i want to add the "save & new quote" button .Is it possible to add a button to the New Opportunity flow? Once the form is felled , I'd like to have the option to ...
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2
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2k
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Error while using an email action
2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
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Email not received from email alerts
Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions.
So I have created an email template ...
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148
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Trigger In managed package causing SOQL Limit Exception
We have a process builder on a object through which we are updating related parent contact field .When we try to update the field from the process builder a trigger is executed which is in managed ...
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82
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Process builder failing with newly added global picklist value and new lead source value
We updated our "First Source" global picklist and our "Lead Source" value to include 'Salesforce'. We do not have record types on leads, contacts, or accounts (opportunity record ...
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Is there any work around to launch screen flow from Process builder
I have a requirement where I need to provide a modal window to user when Case status changes to Revise Invoice status .
He can then select Account and a child case gets created under that account .
...
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